Self Managed Superannuation Funds (SMSFs)

Self Managed Superannuation Funds let you control your retirement investments. Langwarrin’s Mentor Group are accounting, tax and SMSF specialists. We provide professional advice and assistance in SMSF setup and maintenance.

What is a Self Managed Superannuation Fund (SMSF)?

Self Managed Superannuation Funds (SMSFs) enable you as a member to fully tailor your own investment choices for your retirement unlike managed super funds, such as industry funds. SMSF members act as a trustees or corporate trustees of the fund.

Our comprehensive SMSF services include:

Professional SMSF Advice – Our advice and guidance is available before, during and after setting up an SMSF. Some key factors in deciding whether an SMSF is for you include the:

SMSF Establishment – Our team ensure that your SMSF is optimally set up, eligible for tax concessions and able to receive contributions. This includes:

Planning and setting up the fund structure

Creation of an investment strategy

Documentation including the trust deed and

Guidance on insurances, new ATO registrations and SIS regulations.

Fund lending investment – SMSFs can be used to borrow funds to increase your investment portfolio, with tax-effective outcomes. We provide essential guidance in the areas of SMSF investment lending, including: